Plan Snapshot
- Plan Sponsor: Hm Us Services, LLC
- Sponsor EIN: 814086708
- Sponsor Address: 300 E. JOHN CARPENTER FREEWAY SUITE, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 4,871
- Total Assets: $798.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,871 | $798.5M | $29.2M | $31.0M |
| 2023 | 4,900 | $747.7M | $27.1M | $27.4M |
| 2022 | 4,532 | $660.0M | $28.3M | $28.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | $373,433 | — | $373,433 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $344,094 | — | $344,094 |
| KONG,JOY | NONE | $34,710 | — | $34,710 |
| LONGLEAF ADVISORY SERVICES LLC | NONE | $9,486 | — | $9,486 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $761,723
- Estimated Expense Ratio: 0.095% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $762,323 | $382,919 | — | — | — |
| 2023 | $751,072 | $430,439 | — | — | — |
| 2022 | $804,747 | $470,205 | — | — | $1,500 |